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overview.news
Family Offices
December 6, 2023
At Commenda, family assets strive to improve the world
Where “old money” mainly sought to leave wealth intact, “new money” is going out into the wide world…
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Asset Managers
December 5, 2023
Target-date ETFs break new ground in retirement plans
After a previous setback, BlackRock is launching new target-date ETFs, aiming at the vast market of…
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News
December 5, 2023
Reality often outpaced fantasy in Saxo’s outlook calls
Saxo Bank’s annual Outrageous Predictions, a brainchild of Steen Jakobsen, CIO at Saxo, have become…
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Sector
December 4, 2023
Fund sector battles rising compliance pressures
Investment firms are struggling with AML/KYC requirements, with one fund manager saying his AML/KYC…
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December 1, 2023
Active vs passive: a closer look at global dividend funds
Active funds collectively underperform compared to their passive counterparts, primarily due to…
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Sector
December 1, 2023
‘Pensions suffer from high costs, lack of transparency’
European pension savers are facing significant hurdles due to high fee levels and a lack of…
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Asset Managers
December 1, 2023
More Reifs prefer Raifs for Luxembourg real estate funds
Raifs - Reserved Alternative Investment Funds - are becoming an increasingly popular way to…
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News
December 1, 2023
Barrels of profit: Scotch firm courts wealthy investors
Whisky asset manager Scotch Whisky Investments until recently focused mainly on private investors…
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Wealth Managers
November 30, 2023
There is no way around Luxembourg
German investors have been internationalising their property portfolios for years. At the same time…
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Transfers
November 30, 2023
Transfer Thursday: Aviva, DWS, EY, Alfi, JAB, MMC
This week’s overview of transfers, appointments, promotions and other people news includes updates…
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Most recent
Asset Allocation
Blackrock tops fund inflows in Q1 as Aberdeen and Eurizon retreat
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Asset Allocation
ESG investing retreats in language, not in portfolios
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Asset Managers
Belfius closes JP Morgan sub-fund due to performance and lack of interest
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Investing
ETF investors lose faith in U.S. and turn to Europe
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Opinion
Safe havens in investment portfolios
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